QB Issue Resolution:
When you link an account, QBO will let you download the last 90 days of transactions, rkl.
You can use Web Connect files to import additional transactions directly into QBO. Just export them from your bank using these file types:
- Comma-Separated Values (CSV)
- Quicken (QFX)
- QuickBooks Online (QBO)
- Microsoft Money (OFX)
Please take note that the maximum file size QBO allows for these transactions is 350 KB. You can check the file size by following these steps:
- Right-click the file you want to upload.
- Select Properties.
- You will see the file size on the General tab.
You can refer to this article to learn more about uploading more than 90 days of bank transactions.
Resolution for Issue 'I linked my bank account with quickbooks, but it only went back to September. How do I have it start on January 1, 2018?' available: Yes (Solved).
Source: Intuit Community forum.
I linked my bank account with quickbooks, but it only went back to September. How do I have it start on January 1, 2018?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Account
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